Nick Forgione
Financial Advisor
CFP®, CPA, MSA
Nick Forgione is a CERTIFIED FINANCIAL PLANNER® professional and Certified Public Accountant serving Allworth’s Lynnfield, Massachusetts, office. He helps individuals and families develop long-term financial strategies by integrating tax planning, investment management, and comprehensive financial planning. Drawing on his background in both accounting and wealth management, Nick is known for bringing a thoughtful, analytical approach that helps clients connect today’s financial decisions with tomorrow’s goals.
Prior to Allworth, Nick was a financial advisor at Sachetta, LLC, a Lynnfield-based wealth management firm that partnered with Allworth in 2026. His background also includes experience in audit, corporate accounting, and individual taxation. He earned both his bachelor’s and master’s degrees in Accounting from the University of Massachusetts Amherst, providing a strong technical foundation that continues to inform his integrated approach to client planning.
Nick lives in Boxford, Massachusetts, with his wife, Sarah, their son, Eli, and their dog, Willow. Outside the office, he enjoys traveling, discovering new restaurants, and spending time outdoors hiking and fishing.
My process begins with listening before planning. As both a CPA and CFP® professional, I believe effective financial planning starts with understanding not only a client’s financial picture, but also their goals, concerns, and vision for the future.
From there, I take a comprehensive approach that considers every aspect of a client’s financial life, from tax strategy and investments to retirement planning, estate considerations, and business interests. Once I understand how those pieces fit together, I develop a personalized strategy tailored to their priorities and long-term objectives. My dual perspective as a CPA and CFP® professional allows me to evaluate decisions through both a tax and financial planning lens, helping ensure recommendations work together rather than in isolation.
Throughout the process, my clients can expect a collaborative, proactive relationship built on transparency and clear communication. I strive to simplify complex financial decisions, explain the reasoning behind every recommendation, and remain responsive as questions arise. Because wealth planning is an ongoing process, I work alongside clients to adapt strategies as markets, tax laws, and life circumstances evolve over time.
What I enjoy most about this work is the opportunity to make a lasting difference in my clients’ lives. Whether the challenge involves taxes, retirement, a business, or a major life transition, there’s a great deal of satisfaction in helping someone understand their options and develop a strategy that reflects what matters most to them.
CFP®: CERTIFIED FINANCIAL PLANNER® professional
CPA: Certified Public Accountant
MSA: Master of Science in Accounting
I believe the most effective financial strategies are built by viewing every decision through both a tax and planning lens.
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